SFM

Signet Financial Management Portfolio holdings

AUM $861M
1-Year Est. Return 17.15%
This Quarter Est. Return
1 Year Est. Return
+17.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$434M
AUM Growth
+$73.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
206
New
Increased
Reduced
Closed

Top Buys

1
+$4.71M
2
+$4.33M
3
+$4.14M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$4.1M
5
AAPL icon
Apple
AAPL
+$3.23M

Top Sells

1
+$4.92M
2
+$3.39M
3
+$2.92M
4
META icon
Meta Platforms (Facebook)
META
+$1.7M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.43M

Sector Composition

1 Financials 12.62%
2 Technology 11.69%
3 Healthcare 10.35%
4 Consumer Discretionary 8.09%
5 Industrials 6.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.04M 0.24%
10,491
+3,173
77
$1.03M 0.24%
32,473
-1,149
78
$999K 0.23%
47,580
-18,659
79
$981K 0.23%
24,764
-2,647
80
$911K 0.21%
7,149
+2,375
81
$888K 0.2%
+33,135
82
$849K 0.2%
35,907
-39
83
$834K 0.19%
8,643
+4,897
84
$833K 0.19%
17,864
+4,520
85
$777K 0.18%
17,595
+3,031
86
$769K 0.18%
18,571
-20,091
87
$748K 0.17%
9,020
-550
88
$718K 0.17%
6,201
-321
89
$680K 0.16%
14,034
+2,612
90
$667K 0.15%
+4,503
91
$657K 0.15%
6,136
+1,450
92
$646K 0.15%
+72,291
93
$641K 0.15%
7,288
+34
94
$620K 0.14%
5,576
-532
95
$610K 0.14%
6,257
-4,071
96
$570K 0.13%
14,999
+3,684
97
$558K 0.13%
7,500
-500
98
$555K 0.13%
3,615
-19
99
$540K 0.12%
15,388
-817
100
$539K 0.12%
23,304
+956
2 3
4
5 6